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Disclosery

Obsidian Personal Planning Solutions LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Obsidian Personal Planning Solutions LLC on CAT, newest first. How the timeline and the estimate are built.

Obsidian Personal Planning Solutions LLC held 1,705 CAT shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,705 shares
    Change vs previous 13F -21 shares

    0.34% of the 13F portfolio, value $984,228.

    13F-HR 0001986152-25-000104 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 1,726 shares
    Change vs previous 13F +112 shares

    0.27% of the 13F portfolio, value $670,050.

    13F-HR 0001986152-25-000066 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 1,614 shares
    Change vs previous 13F -6 shares

    0.22% of the 13F portfolio, value $499,162.

    13F-HR 0001986152-25-000046 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 1,620 shares
    Change vs previous 13F +72 shares

    0.29% of the 13F portfolio, value $601,733.

    13F-HR 0001986152-25-000024 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 1,548 shares
    Change vs previous 13F -172 shares

    0.3% of the 13F portfolio, value $582,358.

    13F-HR 0001986152-24-000054 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 1,720 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $572,932.

    13F-HR 0001986152-24-000033 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 1,720 shares
    Change vs previous 13F -190 shares

    0.38% of the 13F portfolio, value $575,460.

    13F-HR 0001986152-24-000017 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 1,910 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $564,730.

    13F-HR 0001986152-24-000004 filed by Obsidian Personal Planning Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).